Accounting & Tax Manager

$90,000 - $100,000/Yr

The Recruiting Group - Warrenville, IL

Full-time - Mid Level

Warrenville, IL

Administrative and Support Services

About the position

The Accounting & Tax Manager position at a leading accounting firm in Warrenville, IL, is designed for a skilled professional who will provide exceptional service to small business clients. This role involves managing staff accountants, overseeing tax filings, and fostering client relationships to ensure their financial success. The position emphasizes accuracy in tax preparation and financial management, making it a pivotal role within the firm.

Responsibilities

• Manage Staff Accountants on shared account issues
• Lead weekly staff meetings with Staff Accountants and attend weekly manager meetings with the firm President
• Manage assigned client sections, ensuring efficient Staff Accountant time allocation using Task Budget vs. Actual reports
• Ensure timely completion of work using the Incomplete Project report
• Conduct collection calls and transition clients to the firm's ACH system
• Review the accuracy of Staff Accountant work
• Review monthly financial statements and proactively contact clients for Meaningful Monthly Contact
• Represent clients in sales and income tax audits
• Complete tax plans and individual tax returns, year-end financials, and business tax returns for assigned clients
• Lead installation meetings for new clients
• Assign backwork and set-up activities based on the Post Installation Checklist
• Follow up on client-initiated questions and issues
• Allocate all compensated time to clients, firm, or unallocated
• Complete assigned projects, review client fees, and communicate adjustments while striving for project efficiency improvements
• Answer telephone calls enthusiastically and build client relationships during interactions
• Collaborate and support other staff members when needed

Requirements

• CPA or EA certification
• Minimum of 5 years of accounting supervisory or managerial experience
• Minimum of 2 years prior experience in tax return preparation (1040, 1065, 1120)
• Minimum of 3 years working within a CPA firm with small business clients

Nice-to-haves

• Willingness to maintain a minimum of 120 CPE credit hours every three years, with a minimum of four hours in professional ethics
• Ability to work until 4:30 and on Saturdays during tax season

Benefits

• Competitive salary up to $110k
• Comprehensive full benefits
• Opportunities for internal advancement
• Secure and nurturing work environment